Financial Review: FTAI Infrastructure (NASDAQ:FIP) versus U-Haul (NYSE:UHAL)

FTAI Infrastructure (NASDAQ:FIP) and U-Haul (NYSE:UHAL) are both industrials companies, but which is the superior business? We will contrast the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, risk, profitability and institutional ownership.

Analyst Ratings

This is a breakdown of current ratings and price targets for FTAI Infrastructure and U-Haul, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
FTAI Infrastructure	1	0	4	0	2.60
U-Haul	1	0	1	1	2.67

FTAI Infrastructure presently has a consensus price target of $9.95, suggesting a potential upside of 312.86%. U-Haul has a consensus price target of $85.00, suggesting a potential upside of 52.33%. Given FTAI Infrastructure’s higher possible upside, equities research analysts plainly believe FTAI Infrastructure is more favorable than U-Haul.

Insider and Institutional Ownership

87.4% of FTAI Infrastructure shares are owned by institutional investors. Comparatively, 3.6% of U-Haul shares are owned by institutional investors. 2.6% of FTAI Infrastructure shares are owned by insiders. Comparatively, 43.8% of U-Haul shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares FTAI Infrastructure and U-Haul’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
FTAI Infrastructure	-74.10%	N/A	-8.63%
U-Haul	1.05%	0.81%	0.30%

Earnings and Valuation

This table compares FTAI Infrastructure and U-Haul”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
FTAI Infrastructure	$502.52 million	0.57	-$107.17 million	($5.19)	-0.46
U-Haul	$6.04 billion	1.80	$83.13 million	$0.14	398.56

U-Haul has higher revenue and earnings than FTAI Infrastructure. FTAI Infrastructure is trading at a lower price-to-earnings ratio than U-Haul, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility

FTAI Infrastructure has a beta of 1.84, indicating that its share price is 84% more volatile than the S&P 500. Comparatively, U-Haul has a beta of 1.1, indicating that its share price is 10% more volatile than the S&P 500.

Summary

U-Haul beats FTAI Infrastructure on 10 of the 14 factors compared between the two stocks.

About FTAI Infrastructure

FTAI Infrastructure Inc. focuses on acquiring, developing, and operating assets and businesses that represent infrastructure for customers in the transportation, energy, and industrial products industries in North America. The company operates through five segments: Railroad, Jefferson Terminal, Repauno, Power and Gas, and Sustainability and Energy Transition. It operates a multi-modal crude oil and refined products terminal, and other related assets. The company also has a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities; and a 1,660-acre multi-modal port located along the Ohio River with rail, dock, and multiple industrial development opportunities, including a power plant under construction. In addition, it operates six freight railroads and one switching facility. FTAI Infrastructure Inc. was incorporated in 2021 and is headquartered in New York, New York.

About U-Haul

AMERCO operates as a do-it-yourself moving and storage operator for household and commercial goods in the United States and Canada. The company’s Moving and Storage segment rents trucks, trailers, portable moving and storage units, specialty rental items, and self-storage spaces primarily to the household movers; and sells moving supplies, towing accessories, and propane. It also provides uhaul.com, an online marketplace that connects consumers to independent Moving Help service providers and independent self-storage affiliates; auto transport and tow dolly options to transport vehicles; and specialty boxes for dishes, computers, and sensitive electronic equipment, as well as tapes, security locks, and packing supplies. This segment rents its products and services through a network of approximately 2,065 company operated retail moving stores and 20,100 independent U-Haul dealers. As of March 31, 2020, it had a rental fleet of approximately 176,000 trucks, 127,000 trailers, and 41,000 towing devices; and 1,745 self-storage locations with approximately 774,000 rentable storage units. The company’s Property and Casualty Insurance segment offers loss adjusting and claims handling services. It also provides moving and storage protection packages, such as Safemove and Safetow packages, which offer moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage; Safestor that protects storage customers from loss on their goods in storage; Safestor Mobile, which protects customers stored belongings; and Safemove Plus, which provides rental customers with a layer of primary liability protection. The company’s Life Insurance segment provides life and health insurance products primarily to the senior market through the direct writing and reinsuring of life insurance, medicare supplement, and annuity policies. AMERCO was founded in 1945 and is based in Reno, Nevada.